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This is Russell with ÃÛ¶¹ÊÓƵ, and this is ÃÛ¶¹ÊÓƵ Commerce Intelligence, Reports and Dashboards. We’re gonna be covering the types of report builders, so SQL and Visual. We’re also gonna be covering dashboards, all things related, so creating, renaming, setting as default, telling you what comes out of the box, and doing some filtering based on time or store. So when your Commerce Intelligence project is set up, there should be several reports that are created just to give you some good, typical insights that are requested from business stakeholders. You can see them all by clicking the reports on the left side. Once you’re familiar with those, you can move on to dashboards. There should be four dashboards pre-built, each with a specific purpose. Customers, then you’ve got executive summary, and then you’ve got orders and products. Email summary can be found under manage data, export data, and then email summary. This allows you to send a report to a set of email recipients. The best part is they don’t even need access or log into ÃÛ¶¹ÊÓƵ Commerce Intelligence. The data is provided entirely in the email. So to get started, you would click create new email summary. Then you’ll find a report, let’s say the account registrations for the past 30 days. And if so, you can add another report, how about the GMV 30 day refund? And then you can include as many as 10 different reports. And now for recipients, you can add some email addresses. And if you’ll notice, you can add up to a hundred email recipients. Next, we can decide its frequency. And I like, it’s likely to be repeating, but you have lots of options here. So let’s go with repeating. Under repeating, you’ll see the frequency. You can see it can be set to daily, weekly, or monthly. And we’ll go with weekly, and then we’ll just pick some dates in the past. And then for the end date, this would be like if you wanted to just do it for like a quarter or whatever, you can just stop the email on that time. Let’s go over the report builder. So with report builder, you get two options. You get the visual and SQL. Let’s start with the SQL report builder. This is purely for someone who understands SQL and who can write SQL queries. So let’s say we’ll do a quick example. We’ll do select star from sales order and limit 10. And then you can run this query. And when you do, you’ll get some data. So just by executing a query, we’ve managed to find some data. And now we can add some filters to the report, and we’ll be able to use this to create data into charts. You know, currently this isn’t very fancy and our report just shows a very basic query. And the amount of data that we currently have is limited, but this is just here to show you that it exists. Time to cover the visual report builder. The building block for visual report builder is a metric. So the metric that I’ve explained earlier, and this is used extensively in this type of report creation. So whenever you create a report with visual report builder, you’ll need to first start with the metric. So for example, if we select the average order value metric, and that would be the row data for the report. And now we’ll give it a name, something clever like test two. And now we can work with this data to make it as an insight. And so let’s just say we want to add some time-based filters. So we’ll do some from this month. And then we need the data per day. And then when you’re happy, you click save. And now we have a report showing the data, but we’re not stuck with just this format. We can change it to being a line graph or a bar chart or whatever. When working with reports, you do have additional options and you can see those by these icons. One option is adding a report level filter. And a good example of this would be skipping test orders. We do this by focusing on an email address, and it’s fairly easy to remove any orders that contain a certain email pattern. So to do this, we’re gonna make sure that the customer email is not like some email pattern. So in this example, we’ll use at, and then we’ll do yop mail. So we’ll type in yopmail.com.

And then if we add a percent sign to this, it acts as a wild card. So anything before or after will be valid. And just like that, you’ve added a filter to this type of report. You can also add multiple filters. This helps ensure that your report is as specific as needed. So for example, you could use your base grand total and you can have it equal to or less than or more than some amount. So just know that this option is available. You can also add a perspective and hopefully just by their descriptions, you can quickly understand how and why you should use them. There are a lot of options. These have come to be part of the core features of Commerce Intelligence, simply because they have proven over time to be very useful for merchants and their reports. Let’s review dashboards. The executive summary is currently set as our default dashboard. So that’s why it shows up when you click on that link. If you click on the name of the current dashboard, you’ll see all the dashboards. And in this case, we have four and you can switch through them just by clicking on each name. To manage a dashboard, you click on this gear icon. You can rename it. You can make this dashboard the default one. You can use this dashboard to create new ones from it. And there’s a lot shown in this menu. Now, if you want to add a report to the dashboard, you simply click on that link and then you find a report that you want to include. You can also do dashboard filtering. This will filter the entire dashboard. You can either do it by store or by date. And remember this will filter your entire dashboard. It’s very powerful. And going back to the time-based filtering, you can see that your dashboard can be set to daily, weekly, last full month. You can do time intervals. Once again, this really makes your dashboard filtering very powerful and very specific. Now, if you want to change a report on the dashboard, you click on the gear icon and click edit. That’s going to take you to the visual report builder. And that way you can update this report. But keep in mind to avoid having some of the original reports become corrupt or show invalid data, make sure that you make a duplicate of the report. This way you can change the visualization. You can add filters without the risk of ruining the original report. There is a zoom feature in ÃÛ¶¹ÊÓƵ Commerce Intelligence. If you go to a particular section and you select it, it’ll zoom in just on that area. You can also reset the zoom when you’re ready to go back to the original graph. All of these reports were pre-built using some industry standards, but we don’t always know your business or how you do your accounting or how you want to reporting. So because of this, you may want to learn how these reports were built. By clicking on this icon, the circle with the iron side, this will give you a description of how the report was created. Then you can look at the metric. Doing so will explain what data was used and also the logic that we have added. Sometimes you might want to change the logic around a little bit, but that would depend on your business requirement. So let’s say, for example, in this GMV report, we’re looking at the total quantity ordered by its base price. But let’s say your company reports GMV, you also need to include any taxes that were paid. So in this case, you could quickly update it and then your metric will show you the correct values. We do recommend that you review and explore the reports and how they were built. It’ll help you understand how the data is compiled. Some of these reports may appear simple. The product performance details report is rather complex. If you look here, you’ll see how many metrics were added and then some filters and some time-based filters. You can also see that we group things by SKU and by name in this report. So once again, look at these pre-built reports closely. You’ll need to understand how and why they were set up the way they are and this way you can trust the results. And that’s it for now. Please continue your learning about ÃÛ¶¹ÊÓƵ Commerce Intelligence, as well as the rest of the ÃÛ¶¹ÊÓƵ Commerce application in Experience League.